Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.
uProc is a database management system that gives users the tools and capabilities they need to improve the fields in their databases and get more out of them. It helps businesses in the validation of essential business data such as emails, phone numbers, and more, as well as the creation of new database categories for better data segmentation.uProc Integrations
Zoho Books + uProcSelect Tool in uProc when New Contact is created in Zoho Books Read More...
Zoho Books + uProcSelect Tool in uProc when New Sales Invoice is created in Zoho Books Read More...
Zoho Books + uProcSelect Tool in uProc when New Estimate is created in Zoho Books Read More...
It's easy to connect Zoho Books + uProc without coding knowledge. Start creating your own business flow.
Triggers when a new contact is created.
Triggers every time a new credit note is created.
Triggers every time a new estimate is created.
Triggers every time a new item is created.
Triggers every time a new purchase order is created.
Triggers on a new sales invoice in Zoho Books.
Triggers every time a new sales order is created.
Creates a new bill.
Creates a new contact.
Creates a new item.
Creates a new sales invoice in Zoho Books.
Updates an existing contact.
Updates an existing invoice in Zoho Books.
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Zoho Books is an accounting software that helps businesses track the money coming and going from their business. It works on a cloud-based platform, allowing it to work on a variety of devices, including smartphones and tablets. This means that users can access the program on any device. The program has all the features you need to run an accounting program.
uProc is a cloud-based accounting application. Normally, accounting applications have to be downloaded to use them, but uProc is different. You can use it from any device because it’s all stored in the cloud. It does this by using a unique file format called EBS.
Many businesses use both Zoho Books and uProc. But many times they don’t know how to integrate the two programs. Here is a brief guide on how to do so:
Step 1. Download your bank transactions
Step 2. Open Zoho Books and go to “Reports” and choose “Accounting Reports”
Step 3. Select “Open Balance Sheet”
Step 4. Select “Export to Excel” and then select “uProc” as “Output Format” (It should be selected by default)
Step 5. Save the file as an excel file onto your computer
Step 6. Open uProc and go to “Accounts” and create a new account for “Zohobooks Declarations”
Step 7. Click on “Import from Excel” and select the file you saved earlier
Step 8. Click on “Next” and wait for the import list to populate (this takes a few seconds)
Step 9. Select the accounts you want imported into uProc (you will usually want to select all if you are not sure which ones are relevant to you. and click “Finish”
There are many benefits to integrating Zoho Books and uProc. For one thing, it allows you to use Zoho Books for what it was designed for and allow uProc to take care of all the bookkeeping. This will save you money because you won’t have to pay someone to enter everything into Zoho Books for you. Another benefit of integration is that it allows users of Zoho Books to be able to see their financials through the books management software side of things. This helps in keeping track of what is going on in their business with ease. It also makes it easier for business owners to keep track of what their employees are up to when they are out of the office because it allows them to track where their employees are at any given time, which improves efficiency. For accountants, this integration makes it easier for them to manage their clients because they won’t have to worry about entering data twice or having to go back and forth between clients to find out information they need.
The process to integrate Zoho Books and uProc may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.